See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,216 | $183,592-81.4% | $155,567-78.0% | $145,959-76.6% |
| Participation rate | 83.3% | 82.7%+0.7pp | 78.2%+5.1pp | 80.3%+3.0pp |
| Annual return | 7.40% | 61.24%-53.8pp | 64.74%-57.3pp | 561.95%-554.6pp |
| Employer contribution / active EE | $1,683 | $5,315-68.3% | $4,674-64.0% | $4,661-63.9% |
| Participant deferral / active EE | $5,929 | $6,464-8.3% | $5,628+5.4% | $6,689-11.4% |
| Admin fee / account holder | $10,075 | $19,318-47.8% | $15,916-36.7% | $13,398-24.8% |